Intuit is a leading financial software company, and they are seeking a Customer Success Manager to manage a high-volume portfolio of approximately 300 accounts. The role involves acting as a strategic consultant to guide customers through the integration of marketing and financial data, ensuring optimal use of the Intuit Enterprise Suite.
Responsibilities:
- Strategic Portfolio Management: Autonomously manage a pooled book of business using data-driven outreach to drive product adoption
- Workflow Consultation: Act as a consultant to explain the business benefits of integrations, such as how syncing Mailchimp with IES improves cash flow and reduces manual entry
- Risk Mitigation: Identify and resolve "churn-risk" by diagnosing whether hurdles are technical, functional, or operational before they escalate
- Peer Mentorship: Serve as a mentor to junior associates, demonstrating how to shift from task execution to value-based consulting